Ameriprise

Ameriprise Portfolio holdings

AUM $406B
1-Year Est. Return 20.64%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,189
New
Increased
Reduced
Closed

Top Buys

1
+$797M
2
+$741M
3
+$679M
4
BA icon
Boeing
BA
+$440M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$359M

Top Sells

1
+$691M
2
+$522M
3
+$519M
4
AMZN icon
Amazon
AMZN
+$469M
5
IBM icon
IBM
IBM
+$330M

Sector Composition

1 Technology 24.72%
2 Financials 11.26%
3 Healthcare 8.31%
4 Industrials 8.22%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33B 0.34%
10,881,969
-1,501,742
52
$1.33B 0.34%
5,735,413
+238,024
53
$1.33B 0.34%
14,523,151
+536,483
54
$1.32B 0.34%
7,277,739
+95,523
55
$1.3B 0.33%
4,501,727
+74,250
56
$1.3B 0.33%
6,120,160
-201,424
57
$1.24B 0.32%
7,457,487
+16,686
58
$1.23B 0.32%
3,343,390
+130,867
59
$1.21B 0.31%
19,515,349
-346,220
60
$1.21B 0.31%
4,391,931
-401,531
61
$1.2B 0.31%
5,463,923
-1,501,333
62
$1.2B 0.31%
20,074,353
+975,929
63
$1.18B 0.3%
51,826,155
-649,705
64
$1.16B 0.3%
2,231,030
-249,621
65
$1.16B 0.3%
2,599,138
-328,691
66
$1.12B 0.29%
3,830,078
+549,132
67
$1.11B 0.29%
1,049,032
+66,501
68
$1.1B 0.28%
15,660,588
-127,114
69
$1.07B 0.28%
11,630,686
-1,537,732
70
$1.07B 0.27%
4,594,364
-197,277
71
$1.03B 0.27%
6,357,843
-1,299,394
72
$1.01B 0.26%
1,609,294
-36,152
73
$997M 0.26%
1,118,032
-139,810
74
$978M 0.25%
5,527,763
+2,487,903
75
$977M 0.25%
12,884,421
-2,147,629
1 2
3
4 5